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AAM Low Duration Pref & Inc Secs ETF PFLD

Medalist Rating as of | See AAM Investment Hub

Morningstar’s Analysis PFLD

Will PFLD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit AAM Low Duration Pref& Inc Secs ETF to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings PFLD

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co 6% PRF PERPETUAL USD 25 - Dep rep 1/400 Ser EE

2.52 6.6 Mil
Financial Services

JPMorgan Chase & Co Pfd

2.25 5.9 Mil
Financial Services

The Goldman Sachs Group Inc DR

1.95 5.1 Mil
Financial Services

Duke Energy Corp 5.75% PRF PERPETUAL USD 25 - Ser A 1/1000th Int

1.60 4.2 Mil
Utilities

Bank of America Corp 6% PRF PERPETUAL USD 25 - Ser GG 1/1000th int

1.49 3.9 Mil
Financial Services

U.S. Bancorp DR

1.30 3.4 Mil
Financial Services

Athene Holding Ltd FXDFR PRF PERPETUAL USD 25 - Ser A 1/1000 Int Dep

1.30 3.4 Mil
Financial Services

AT&T Inc 5.63%

1.27 3.3 Mil
Corporate

Energy Transfer LP FXDFR PRF PERPETUAL USD 25 - Ser E

1.25 3.3 Mil
Energy

MetLife Inc Pfd

1.22 3.2 Mil
Financial Services